ABOUT US

What We Do in a Nutshell.

(Because you are busy.)

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Purpose Legal offers legal services tailored to the unique goals of law firms, corporations, and the public sector. Specializing in eDiscovery, legal technology, managed services, digital forensics, collections & investigations, compliance, data privacy, managed document review, analytics, contracts management, and internal investigations, we’re dedicated to enhancing efficiency, creating personalized workflows, and prescriptive solutions. Our mission is to save you money, time, and resources, ensuring you’re always a step ahead. With a team of highly skilled experts, we provide unparalleled support and guidance to solve litigation challenges.

Our Vision

Our foundation is built on the pioneering spirit of visionary Big Law attorneys who dared to envision a future where legal services break free from traditional confines. We stand by the principle of staying small and agile, enabling us to offer our clients dedicated, responsive service and access to bespoke resources. Because we are proudly tech-prescriptive, we remain fiercely independent in our technology recommendations, guided solely by the pursuit of the best solutions for our clients rather than predetermined vendor alliances. At Purpose Legal, we don’t just provide legal services—we craft enduring partnerships and lead with purpose every step of the way.

What Makes Us Different?

Inception of company as Cobra Legal Solutions, leveraging the meticulous skill of Indian attorneys in Chennai, specializing in eDiscovery, contract documents, and legal research.

2007

2017

Recognizing the growing demand for localized expertise, we opened the Austin office.

Then, we opened the Charlotte office.

2018

2020

Named on Inc5000’s list of America’s Fastest-Growing Private Companies.

Joined forces with Blue Sage Capital to secure 8-digit growth.

2021

2022

Named on Inc5000’s list again, a reaffirmation of our unwavering commitment to innovation and client satisfaction.

Rebranded as Purpose Legal to align with our purpose-driven and tech-prescriptive solutions.

2023

Frequently Asked Questions

What services does Purpose Legal offer?
Purpose Legal specializes in comprehensive eDiscovery solutions, including managed services, data collection and forensics, legal holds, public records requests, data privacy services, review, contact: HSR second requests, and internal investigations. Our approach is tailored to meet the unique needs of each client, using cutting-edge technology prescribed to your goal and executed with expertise that delivers peace of mind.
How does Purpose Legal help in reducing legal expenses?
We implement cost-effective strategies that enhance efficiency and reduce waste, utilizing advanced technology and process optimization. Our transparent pricing model and technology-prescriptive approach ensure that clients receive the best solutions without unnecessary expenditures, ultimately leading to significant cost savings.
What makes Purpose Legal’s approach unique?
Our tech-prescriptive model sets us apart, focusing on the individual needs of each client and customizing our technology solutions to meet those specific requirements. We don’t push a one-size-fits-all solution; instead, we assess the best tools and strategies that align with our clients’ goals, ensuring optimal outcomes.
How does Purpose Legal ensure client data privacy and compliance?
We adhere to stringent data security protocols, complying with relevant regulations and industry standards. Our processes are designed to protect sensitive information while ensuring legal compliance, backed by significant investments in security technology and infrastructure to safeguard client data.
Can Purpose Legal’s services scale to suit large-scale projects?
Absolutely. Our services are highly scalable and designed to accommodate projects of any size or complexity. Whether you’re dealing with small-scale reviews or large, multifaceted litigation, our infrastructure and team can adapt to meet your specific needs, ensuring quality and efficiency.
How does Purpose Legal stay ahead of technological advancements in eDiscovery?
We continuously invest in research and development, staying abreast of the latest eDiscovery technologies and trends. Our team is committed to integrating innovative solutions, like AI and machine learning, to enhance our service offerings. We have a team of self-declared “data nerds” who love learning about the latest technologies and solutions.
What kind of support can clients expect from Purpose Legal?
Clients receive full-scale support, from the initial consultation to the completion of their project. Our team offers expert guidance, operational support, and strategic advice throughout the eDiscovery process. We provide metrics that matter and frequent reports to help achieve transparency and support data-driven decisions.
How does Purpose Legal handle large volumes of data in eDiscovery?
We utilize state-of-the-art processing and review platforms to efficiently manage large datasets. Our technology enables accurate and swift processing, review, and production, reducing time and cost. With extensive experience, we’ve seen it all—and can handle it all.
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—Former COO & Chief of Staff, Law Department, TIAA

“I have recommended Purpose to many others, and I am going to a new company where I will be recommending we use Purpose. Their strength of relationships, commitment, and quality would be reasons I’d recommend them.”

—VP OF DISCOVERY SERVICES, FIDELITY INVESTMENTS

“I would have to say that Purpose has exceeded my expectations. In 10 years, they have always been very accommodating and willing to ramp up on a moment’s notice. Their project managers, both the US-based ones and the remote ones, have been fantastic to work with.”

—PARTNER, ROYER COOPER COHEN BRAUNFELD LLC

“I have only worked with Purpose once, but they have made a believer out of me. In future situations where we need eDiscovery review services, I would absolutely recommend Purpose be included when getting quotes.”

—Review Manager, Large Legal Client, worked with Purpose for Managed Review

“I appreciate not only the presence of the various redactions and/or tagging but the greater understanding of this process.”

—Review Manager, Large Legal Client, worked with Purpose for Managed Review

“I completed QC on the batching. Really great work by your team!”

—Attorney, Large Legal Client, worked with Purpose for Managed Review

“The quality from the team is really excellent, and we want to maintain that level.”

—Attorney, Large Legal Client, worked with Purpose for Managed Review

“Thank you again for all your help with this very challenging project. And many thanks to the great team in India for all their hard work. This was my first time working with their team, and I was very impressed with the quality of their work. I look forward to working with them again in the future.”

—Large Pharmaceutical Client, worked with Purpose for Managed Review

“Thanks again for your work on this review! I just QCed, and these look great. I am going to send out the production request momentarily.”

—Major Transportation Company, worked with Purpose for Managed Review

“You all have been the best.”

Right-Size Your Approach and Move with Purpose.

Our legal technology and process experts can prescribe the most efficient solution for your needs, and right-size your technology to produce better outcomes today.

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Senior Leadership Team

Chief Operating Officer
Chief Revenue Officer
CHIEF FINANCIAL OFFICER
Chief Technology Officer
CHIEF INNOVATION OFFICER
Chief Human Resources Officer
Senior Vice President, Digital Forensics
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Department Leaders and Experts

SVP, Global Review Services
SVP OF INFORMATION TECHNOLOGY
VP OF CLIENT SERVICES
Senior Managing Director, Fulfillment
Senior Managing Director, Fulfillment
VP OF FORENSICS & INVESTIGATIONS
VP OF SALES OPERATIONS
VP OF MARKETING
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Thought Leaders and Experts

Steve Davis

THE PROFESSOR
Click to see Bio!

Taryn Blair

THE CLIENT SERVICES SERVANT
Click to see Bio!

Simon Varley

The Evidence Wizard
Click to see Bio!

Chris Baker

The Managed Review Maestro
Click to see Bio!

Omen Safavi

The Legal Services Superstar
Click to see Bio!

George Swoyer

The Project Prince
Click to see Bio!

Dov Gold-Medina

The Review Conqueror
Click to see Bio!

Zachary Soto

The Forensics Fiend
Click to see Bio!
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Directors and Advisors

Founder and Senior Partner
Blue Sage Capital
Partner
Blue Sage Capital
Partner
Blue Sage Capital
Chief Legal, Risk, and Compliance Officer, TIAA
Advisory Board Member
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Working with Purpose.

Our legal technology and process experts can prescribe the most efficient solution for your needs, and right-size your technology to produce better outcomes today.

We know the questions to ask to get to the heart of what you need accomplished. We believe in identifying your desired outcome and matching you with the technology that best achieves your goals. Our suite of platforms is as diverse as the challenges you face. Our technology-prescriptive method allows us to consult and guide you toward the solutions that fit your unique needs, not the other way around.

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We have no agenda. We have joined forces with our vetted partners to provide the best solutions for YOU, and we love them. But we don’t have any agenda to make you use their products. We look at each project holistically, and more importantly, we get to learn your goals and needs. That helps us build you a PERSONALIZED, prescriptive workflow.

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Everyone says that, we know. And every company has talented people, no doubt. We only hire dedicated people. Ambitious people. Helpful people. Honest people. GOOD people. Ask someone in the industry if they know someone from our leadership team. Not only will they likely know and have worked with these people, but they will tell you how kind, honest, and hardworking they are. Their reputations precede them. Our amazing crew attracts more of the same, and it overflows into every project we work on. We offer each other new perspectives, helping hands, laughs, and encouragement, and a happy team makes for better service, more innovative workflows, and stronger outcomes. We are here for each other, better poising us to be there for you.

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Being nimble and responsive allows us to adapt swiftly to the evolving needs of our clients, ensuring that we can provide tailored solutions with speed and efficiency. Our dedication to responsiveness means that our clients benefit from immediate support and customized advice, reinforcing trust and facilitating smoother projects.

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Generative AI enabled eDiscovery document review solutions are ready for use in live matters. Purpose can validate their results and help you identify appropriate use cases for their deployment. These use cases involve first pass review for relevance and/or privilege, Issue Review, QC of human review, integration with Traditional TAR technology in TAR workflows, and Strategic ECA/Investigations. 

Purpose possesses the expertise to provide, facilitate, and supervise the appropriate “human-in-the-loop” components of a reliable Generative AI deployment. 

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